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Together we will chart your path.

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.

Contact us ➥

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Stephen Forsey

Senior Investment Advisor

Stephen Forsey, CIM, FCSI

Senior Investment Advisor - Manulife Securities Incorporated

Stephen has over 30 years of experience in the financial services and investment management industry.   His approach to advising clients is a holistic one as he understands that wealth accumulation and preservation is not solely about investments, rather ensuring clients feel comfortable with all aspects of their financial well being.  Whether the conversations occur in the office, at a local coffee shop, the client’s home or on the phone, meetings always cover a variety of themes.   Questions such as; What can I do to keep my spouse busy in retirement? Or I am single again, now what?   Stephen’s experience ensures that the client is comfortably transitioned through each phase.

A lifelong Maple Leafs fan, Stephen has been able to build a backyard rink for his family, friends and neighbours most winters since his daughters were small.  The Maple Leafs lack of sustained success in the playoffs has given him more time each spring to occasionally build benches from old hockey sticks which are gifted to friends and donated to local charity auctions. 

Throughout his career and decades as an Aurora resident, Stephen has been an active community volunteer.   He has been the Secretary/Treasurer of the York Oldtimers Hockey League since 2006 and was previously the Induction Committee Chair for the Aurora Sports Hall of Fame.

Stephen’s professional education includes a Hons. Bachelor of Administrative Studies from Trent University (1988), the Canadian Securities Course (1989), Certified Investment manager (1994), Fellow of the Canadian Securities Institute (1997) and the Professional Financial Planning Course (2002).  He continues to further his formal education and is presently working on additional licensing designations.

Stephen and his team look forward to meeting you soon to discuss what is most important to you!

p.s.  Don’t forget to have a look at what Stephen is currently reading on our website library page!

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Kim Rogers

Administrative Assistant

Kim Rogers

Administrative Assistant -  Manulife Securities Incorporated

As the longest tenured member of the team, Kim’s previous experience in the “consumer goods” industry provides valuable team management and computer technical skills.   She is a whiz with reports and spreadsheets.  

As one of Aurora’s true hockey parents in the off hours Kim can be found in one of the many rinks in the Town!

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Michelle Black

Marketing Assistant

Michelle Black

Marketing Assistant - Manulife Securities Incorporated

Michelle comes to us with a wealth of relationship management experience that has been garnered over a number of years in the financial services and legal industries.  She has a passion for helping individuals and families achieve their long term financial goals.

Michelle has a B.A. (Hons) from Queen’s University, a Master of Business Administration from the University of Toronto’s Rotman School of Management and has successfully completed the Canadian Securities Course.  

Call 905-726-9343